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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: My TFSA appears to be revisiting a March 31 bottom. It came up somewhat through April but is revisiting the low seen at the end of March. Is this also reflected in the tech stocks that 5I covers. Is the tech sector nearing somewhat of a “fair value” scenario. At what point during a sector rotation do investors suddenly realize that there may be some “value” in hanging on to growth tech stocks.
Read Answer Asked by Clarence on May 11, 2021
Q: Hi,
I hold the above companies in my TFSA and would like to make the portfolio more concentrated for better upside potential. If you were forced to cut three positions and add the proceeds to any of the existing holdings, which one’s would you choose? Long term growth is the only objective.
Thanks
Read Answer Asked by Curtis on April 30, 2021
Q: Am I missing any major sectors with these stock investments?
Where should I focus if I would like to ensure a diverse portfolio?
Are there any stocks that I should dump?
Read Answer Asked by grace on April 27, 2021
Q: Gentlemen, is REAL a value play or value trap?

My understanding is that the pandemic reduced the requirement for in person real estate appraisals, hurting REAL despite the uptick in real estate activity. Going forward I can see things reverting back to normal for appraisals. Any interest rate increases will certainly hurt mortgage renewals. Analysts however seem to think the growth story is largely intact.

Thanks for everything you do.
Read Answer Asked by Leo on April 26, 2021
Q: Thanks to Moez for a nice article/stock screener today. I was surprised to see so many companies from the Metals sector.

IF he were to apply one more criterion to the 22 companies that made the list, i.e. debt load, which companies would come up on the top?
( the companies with the least debt load to the most)
Thanks.
Read Answer Asked by Savalai on April 21, 2021
Q: I'm looking at the rebound in these tech and consumer discretionary stocks and wondering whether you have a preference for some of these companies over others. Could you please rank your favourites based on risk/reward to buy now, and would you recommend trading any to exchange for others? I have holdings in most.

Thanks for your thoughtful review.
Read Answer Asked by Peter on April 13, 2021
Q: These are the 4 losing stocks in my long term hold portfolio. I am considering to sell them because I start to doubt my original thesis of owning them. Please rank in selling order if a better buying opportunity becoming available. Thank you. Bill.
Read Answer Asked by Bill on April 12, 2021
Q: Hi 5i,
Would you add to an existing position in any of these ? I know you generally frown upon averaging down but if you would in what order ?
Thanks again
Mike E
Read Answer Asked by mike on April 07, 2021
Q: Hello, I need to liquidate some of the stocks listed. Disregarding sector diversification, in what order should I do this? Thanks for your help.
Read Answer Asked by Keith on April 02, 2021
Q: I have a difficult time differentiating what each of these companies do for lawyers and lenders. How much actual overlap/competition is there?
I see there has been a fair bit of public market selling by REAL directors but then some buying late last week. How large is REAL insiders holdings commitment today compared to the last 5I report?
If there is any overlap/competition of services or perhaps synergies would it make sense for DND to acquire REAL if they could swallow it? Is DND, at 2X REAL’s market cap, large enough to acquire REAL?

Thank You
Clarence
Read Answer Asked by Clarence on March 29, 2021
Q: As the price of REAL drops would you consider this factor putting the company in play for a takeover? I am thinking of starting to buy into a position now that it is low fourteens and would like to hear your thoughts. This is a profitable debt free company which nobody seems to like and is priced like it has low growth future. Generally I do not bottom feed but I am intrigued.
Read Answer Asked by John on March 25, 2021
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